India: Results Tomorrow, But Will Exit Polls for Assembly Elections Make the Markets More Nervous?
While the Exit Polls have a mixed record and their findings especially in very close contests could be completely different vs. final results, the...
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Para IV Winners and Losers - October 2018
This month’s Para IV developments suggest that there can be benefit for Amneal Pharmaceuticals Inc (AMRX US) in Xyren and Faslodex, Wockhardt Ltd...
549 Views
Global Equity Strategy: Opportunities in Japan and India
Our outlook for ex-U.S. markets (MSCI ACWI ex-U.S. index, local currency) remains neutral - bordering on cautious. Our concern stems from the...
635 Views
Valsartan Recall in US – Opportunity Coming To End
Post the recall of Valsartan formulations (generics of Diovan) by various generics in the US, a shortage was created resulting in significant price...
612 Views
EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
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